Beaumont Financial Advisors’s Ultrapar UGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.6K | Hold |
22,743
| – | – | 0.01% | 377 |
|
|
2025
Q1 | $70K | Hold |
22,743
| – | – | 0.01% | 366 |
|
|
2024
Q4 | $59.8K | Hold |
22,743
| – | – | ﹤0.01% | 368 |
|
|
2024
Q3 | $88.2K | Hold |
22,743
| – | – | 0.01% | 347 |
|
|
2024
Q2 | $88.9K | Hold |
22,743
| – | – | 0.01% | 362 |
|
|
2024
Q1 | $130K | Hold |
22,743
| – | – | 0.01% | 355 |
|
|
2023
Q4 | $123K | Hold |
22,743
| – | – | 0.01% | 335 |
|
|
2023
Q3 | $83.5K | Hold |
22,743
| – | – | 0.01% | 319 |
|
|
2023
Q2 | $89.4K | Hold |
22,743
| – | – | 0.01% | 337 |
|
|
2023
Q1 | $62.1K | Hold |
22,743
| – | – | 0.01% | 311 |
|
|
2022
Q4 | $55K | Hold |
22,743
| – | – | 0.01% | 311 |
|
|
2022
Q3 | $50K | Sell |
22,743
-3,142
| -12% | -$6.91K | ﹤0.01% | 300 |
|
|
2022
Q2 | $61K | Hold |
25,885
| – | – | 0.01% | 300 |
|
|
2022
Q1 | $78K | Buy |
+25,885
| New | +$78K | 0.01% | 353 |
|